Fund Manager News Archives - Page 71 of 109

InvestNow News 24th June – Morphic Asset Management – What I learnt starting my own fund

Jack Lowenstein 18th June 2019

Last week, seven years ago, Jack Lowenstein my Co-CIO; Geoff Wood, my Head of Macro and Risk; and myself were shown into the spare space of what had been the yoga and break-out room of Optimal Funds Management on Macquarie Street. This little room was to be the new home for our nascent fund management business, Morphic.

Four flat pack boxes of Ikea style “assemble yourself” desks sat in the middle of the room with some detritus of […]

By Mike Heath|2019-06-24T15:44:45+12:00June 24th, 2019|Fund Manager News|0 Comments

InvestNow News 24th June – Harbour Asset Management – Responsible investing and equity returns

Harbour Navigator 20th June 2019

Jorge Waayman

There is a growing awareness that stock returns are influenced by Environmental, Social and Governance (ESG) considerations. As a long-term proponent of incorporating ESG factors into our assessment of companies, Harbour is delighted to have been involved in Armillary Private Capital’s annual review of returns of the NZ listed sector for 2018 that was released last week.

This is […]

By Mike Heath|2019-06-24T15:36:43+12:00June 24th, 2019|Fund Manager News|0 Comments

InvestNow News 24th June – Russell Investments – Fact Sheets June 2019

May 31st 2019

Here are links to the ‘new look’ fund fact sheets for May 2019.

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By Mike Heath|2019-06-24T15:32:21+12:00June 24th, 2019|Fund Manager News|0 Comments

InvestNow News 24th June – Nikko AM Investment Update – May 2019

May 31st 2019

Market Commentary

During May, many asset sectors that comprise the components of the diversified funds performed well – both at the market level and in terms of excess returns provided by our active management. However, in aggregate it was only the Conservative fund which produced a positive return (0.44%) whilst both the Balanced and Growth funds fell slightly in value (-0.25% and -0.74% respectively). This is partly explained by the losses from our ‘alternative’ exposures to […]

By Mike Heath|2019-06-24T15:26:33+12:00June 24th, 2019|Fund Manager News|0 Comments

InvestNow News 24th June – Fisher Funds – So why property, and why New Zealand?

Brent Buchanan – Head of Direct Property – 18 June, 2019

Of all the various influences that have combined to shape recent capital flows into New Zealand, one continues to stand out: Overseas funds bearing large stockpiles of accumulated cash are coming to our shores and investing in property.

SO WHY PROPERTY, AND WHY NEW ZEALAND?

In a world of low-income yields, investors are searching for opportunities to enhance returns. This has meant they are typically doing one of two […]

By Mike Heath|2019-06-24T15:16:45+12:00June 24th, 2019|Fund Manager News|0 Comments

InvestNow News 24th June – Fisher Funds – Infratil, backing mega trends to drive a rosy future

Zoie Regan – Senior Investment Analyst – 18 June, 2019

Infratil has been a long-term holding in our New Zealand share portfolios since 2002 and in May we also added it to our Property & Infrastructure portfolios.

Infratil is an investment company that owns energy, transport, data and social infrastructure businesses positioned to benefit from mega growth trends. The sorts of mega trends that Infratil focus on include decarbonisation of the economy, data proliferation, aging demographics and growth in air […]

By Mike Heath|2019-06-24T15:12:37+12:00June 24th, 2019|Fund Manager News|0 Comments

InvestNow News 24th June – Harbour Asset Management – Hamish Pepper, Fixed Income Market Strategist

Harbour Navigator 21st June 2019

We are delighted to announce that Hamish Pepper will be joining Harbour Asset Management in mid-July as a Fixed Income Market Strategist.

Hamish joins the Harbour investment team with specific responsibilities for macro-economic research, and fixed interest and currency strategy. He will be working alongside Mark Brown (Head of Fixed Income), George Henderson (Portfolio Manager) and Simon Pannett (Senior Credit Analyst) in managing our fixed income funds.

Hamish brings with him a wealth of experience in economics and market […]

By Mike Heath|2019-06-24T15:08:12+12:00June 24th, 2019|Fund Manager News|0 Comments

InvestNow News 24th June – Harbour Asset Management – Interest Rates Race to Zero?

Harbour Navigator 24th June 2019

Yields on fixed interest securities, which have been falling sharply all year, took another surge lower last week. The 5-year swap rate, a good proxy for market rates in New Zealand reached 1.36%, down from 2.20% at Christmas 2018 and 2.65% a year ago. That’s a record low level for NZ bond yields. The primary catalyst last week was a signal that the US Federal Reserve is close to cutting rates. They are joining the central banks […]

By Mike Heath|2019-06-24T15:03:25+12:00June 24th, 2019|Fund Manager News|0 Comments

ANZ TDs now available on InvestNow!

19th June 2019

Yet more great news – you can now add ANZ Term Deposits to your InvestNow portfolio!

Alongside the 100+ managed funds, we now provide Kiwi investors with the ability to invest in term deposits from ANZ, BNZ and SBS Bank without the need to open accounts with each of the banks.

You can easily switch between banks and set your term deposits to automatically reinvest (principle plus interest, or principal only).

Full details about our term deposit offering is available

By Mike Heath|2019-06-25T15:24:46+12:00June 19th, 2019|Fund Manager News|0 Comments

InvestNow News 14th June – AMP Capital – Investable Ideas In Global Listed Real Estate

30th May 2019 – Michelle Bowes Insights Editor

Global listed real estate is once again adding diversification benefits to balanced portfolios, and at the same time, delivering the underlying bricks and mortar economic returns of the underlying real estate. Here, we explore new and innovative opportunities across the world that we feel are important in building a dynamic yet stable real estate portfolio for customers.

“Within Global Listed Real Estate, we’re looking for defensive growth,” explains James Maydew, Head of […]

By Mike Heath|2019-06-14T12:43:20+12:00June 14th, 2019|Fund Manager News|0 Comments